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Name Holding Trade Value Shares
Change
Change in
Stake
TL
826
TrueWealth LLC
Georgia
$30K
HIIFS
827
Harel Insurance Investments & Financial Services
Israel
$29K -$31.8K -1,500 -50%
CFGS
828
Concourse Financial Group Securities
Alabama
$27K -$37.9K -1,787 -55%
CYG
829
Clean Yield Group
Vermont
$27K -$17K -800 -36%
GI
830
Gradient Investments
Minnesota
$27K +$22.7K +1,071 +332%
IWP
831
Icon Wealth Partners
Texas
$27K +$29.6K +1,396 New
CCM
832
Cribstone Capital Management
Maine
$26K
WF
833
WealthTrust Fairport
Ohio
$26K +$18.5K +873 +193%
VEA
834
Virtus ETF Advisers
New York
$25K -$14.8K -700 -35%
FNBOSM
835
First National Bank of South Miami
Florida
$25K
HFM
836
Hartford Financial Management
Connecticut
$25K +$42 +2 +0.2%
TFS
837
TrustCore Financial Services
Tennessee
$25K +$6.38K +301 +31%
DBT
838
Dubuque Bank & Trust
Iowa
$25K +$26.1K +1,232 +1,760%
PFGIA
839
Patriot Financial Group Insurance Agency
Massachusetts
$24K -$1.5K -71 -5%
CAM
840
Close Asset Management
United Kingdom
$24K +$23.1K +1,090 +681%
ME
841
McIlrath & Eck
Washington
$23K
GRP
842
Global Retirement Partners
California
$23K +$7.82K +369 +46%
BWM
843
BerganKDV Wealth Management
Minnesota
$22K
PFBT
844
Parkside Financial Bank & Trust
Missouri
$22K +$4.83K +228 +25%
GWS
845
Glassman Wealth Services
Virginia
$21K +$18.3K +865 +383%
AIC
846
Ameritas Investment Company
Nebraska
$20K -$272K -12,840 -92%
CWM
847
Cranbrook Wealth Management
Michigan
$20K
NCM
848
New Capital Management
Texas
$20K +$170 +8 +0.8%
WEC
849
Winslow Evans & Crocker
Massachusetts
$20K +$593 +28 +3%
LC
850
Lavaca Capital
Texas
$20K +$17.1K +806 +368%